WAM
FFC

Weiss Asset Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Weiss Asset Management’s Portfolio FFC Stock Details FFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-35,042
Closed -$526K – 385
2022
Q4 		$526K Buy
+35,042
New +$533K 0.02% 352
2018
Q2 		– Sell
-10,717
Closed -$204K – 221
2018
Q1 		$204K Buy
+10,717
New +$206K 0.02% 158
2017
Q1 		– Sell
-10,622
Closed -$200K – 121
2016
Q4 		$200K Buy
+10,622
New +$208K 0.03% 155
2014
Q1 		– Sell
-40,311
Closed -$705K – 55
2013
Q4 		$705K Buy
+40,311
New +$713K 0.26% 43

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $95.5M AUM 20.83% 1-Year Est. Return